Neha Verma
Bhopal
Summary
Life Insurance professional with 6 years of experience guiding individuals and families through the complexities of financial planning, conducting need assessments to determine the optimal coverage for individuals by utilizing knowledge of a wide range of products
Overview
7
7
years of professional experience
Work History
Assistant Branch Manager
Reliance Nippon Life Insurance
07.2025 - Current
- Led daily operations to enhance customer service and branch efficiency.
- Developed and implemented training programs for new staff members, improving onboarding processes.
- Analyzed sales data to identify trends, informing strategic decision-making and resource allocation.
- Managed cash flow and inventory control, ensuring compliance with regulatory standards.
Chief financial relationship manager
AGEAS FEDERAL LIFE INSURANCE CO. LTD
06.2022 - 06.2025
- Managing and serving existing clients for the insurance requirements
- Meeting and developing new clients and selling insurance products
- Convincing & negotiating skills to communicate with clients and evaluate their needs
- Setting up meetings with new customers and listening to their wishes and concerns by developing relationships.
RELATIONSHIP MANAGER
PNB METLIFE INDIA INSURANCE CO. LTD
07.2021 - 06.2022
- Work quickly to address and resolve customer issues
- Create strategies and work with client and boost their Brand
- Intuitive to customers’ needs
- Build long term relationship with clients and customers
- Help to promote and maintain positive company image.
RELATIONSHIP OFFICER
CANARA HSBC OBC LIFE INSURANCE
10.2020 - 06.2021
- Achieving Sales Targets
- Activate and Penetrate branches for Insurance Sales
- Engage the employees of the bank branches in regular discussion to transfer knowledge about insurance
- Spread head all lead generation initiative whether through walk-in, data mining, referrals and others
- Increasing Productivity of bank branches
- Ensure that all services requirements are met, medical facilitated and customers are satisfied
INSURANCE DISTRIBUTOR
BAJAJ FINSERV LTD
05.2019 - 09.2020
- Managing &Serving Existing clients for their Insurance requirements
- Serving exiting loan clients for insurance requirement
- Setting up meetings with new customers and listen their wishes and concerns by developing relationship
- Responsible for handling sales operation of assigned location
- Should be confident enough to arrange and attend sales meeting.
Education
M.Com -
SPM Govt Science and Commerce College
Bhopal05.2019
B.com - undefined
Institute for Excellence in Higher Education
Bhopal06.2017
Skills
- Good knowledge of insurance
- Target Oriented
- Quick learner
- Team Leading
- Problem solving
Accomplishments
- Awarded for Qualifying SHAGUN for the period of July to Oct 2021 in PNB MetLife Insurance Co. Ltd
- Awarded for qualifying for Celebration with the National Head during JFM 2021 in Canara HSBC OBC Life Insurance Co. Ltd
- Awarded as Best Insurance Distributor for General Insurance in October Fest 2019 MPCG WEST ZONE by National Head in Bajaj FinServ
- Awarded for qualifying Europe International trip for period of Oct-Mar 2024-2025 in Ageas Federal Life Insurance
- Awarded for qualifying Srilanka International trip for period of April-Sept 2024-2025 in Ageas Federal Life IInsurance
- Awarded for qualifying Istanbul International trip for period of Oct-Mar 2023-2024 in Ageas Federal Life Insurance
- Awarded for qualifying Baku International trip for period of Oct-Mar 2022-2023 in Ageas Federal Life Insurance.
Languages
English, Hindi
Timeline
Assistant Branch Manager
Reliance Nippon Life Insurance
07.2025 - Current
Chief financial relationship manager
AGEAS FEDERAL LIFE INSURANCE CO. LTD
06.2022 - 06.2025
RELATIONSHIP MANAGER
PNB METLIFE INDIA INSURANCE CO. LTD
07.2021 - 06.2022
RELATIONSHIP OFFICER
CANARA HSBC OBC LIFE INSURANCE
10.2020 - 06.2021
INSURANCE DISTRIBUTOR
BAJAJ FINSERV LTD
05.2019 - 09.2020
B.com - undefined
Institute for Excellence in Higher Education
M.Com -
SPM Govt Science and Commerce College